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LOCAL AGENCY INVESTMENT FUND LAID Transaction Checklist Office Hours: 7:30 a.m. to 4:15 p.m. www.treasurer.ca.gov/pmialaif/laif.aspTelephone: 9166533001 to transfer funds Same day transactions call
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Start by gathering all the necessary documents and information such as your identification, proof of address, financial statements, and any other required documentation.
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Research and identify the specific local agency investment fund you are interested in. Understand its objectives, investment strategies, and requirements.
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Contact the local agency responsible for managing the investment fund and inquire about the application process. They will provide you with the necessary forms and guidelines.
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Submit your filled-out application along with any required fees, if applicable, either electronically or by mail. Follow the instructions provided by the local agency.
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The local agency investment fund is a pooled investment fund that allows local government entities in California to invest public funds.
Local government entities in California are required to file the local agency investment fund.
Local government entities can fill out the local agency investment fund form provided by the California State Treasurer's Office.
The purpose of the local agency investment fund is to provide local government entities with a safe and liquid investment option for their public funds.
Local government entities must report the amount of funds invested, the investment strategy, and the investment returns on the local agency investment fund.
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